XP Inc.
XP- 交易所
- Nasdaq
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001787425
近 90 天，XP Inc. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 321 家機構在 13F 申報持有，市值合計 $54.2 億；大師中只有橡樹資本持有。
2024 年第 4 季 13F 持有人
XP Inc. 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 294
- 較 2024 年第 3 季 +7 家
- 持有股數
- 3.49 億
- 較 2024 年第 3 季 +353.0 萬 (+1.0%)
- 總市值
- $41.5 億
- 較 2024 年第 3 季 −$20.6 億 (−33.2%)
- 新進機構
- 66
- 另有 113 家加碼
- 清倉機構
- 59
- 另有 88 家減碼
另有 5 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 XP 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 321 | $54.2 億 |
| 2026 年第 1 季 | 359 | $63.3 億 |
| 2025 年第 4 季 | 343 | $57.2 億 |
| 2025 年第 3 季 | 328 | $64.5 億 |
| 2025 年第 2 季 | 313 | $69.6 億 |
| 2025 年第 1 季 | 296 | $46.8 億 |
| 2024 年第 4 季 | 294 | $41.5 億 |
| 2024 年第 3 季 | 292 | $62.1 億 |
| 2024 年第 2 季 | 265 | $54.7 億 |
| 2024 年第 1 季 | 299 | $81.3 億 |
| 2023 年第 4 季 | 301 | $76.2 億 |
| 2023 年第 3 季 | 258 | $64.4 億 |
| 2023 年第 2 季 | 225 | $66.7 億 |
| 2023 年第 1 季 | 192 | $34.5 億 |
| 2022 年第 4 季 | 199 | $43.9 億 |
| 2022 年第 3 季 | 200 | $50.0 億 |
| 2022 年第 2 季 | 200 | $47.1 億 |
| 2022 年第 1 季 | 237 | $81.6 億 |
| 2021 年第 4 季 | 234 | $73.2 億 |
| 2021 年第 3 季 | 168 | $74.3 億 |
| 2021 年第 2 季 | 166 | $79.2 億 |
| 2021 年第 1 季 | 149 | $68.5 億 |
2024 年第 4 季持有機構
每家機構持有 XP Inc. 的股數、市值與佔組合比重；股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 17,126 | $19.6 萬 | 0.00% | +17,126 | 新進 |
| Malaga Cove Capital, LLC | 17,007 | $20.2 萬 | 0.08% | −1,550−8.4% | 減碼 |
| Standard Life Aberdeen plc | 17,579 | $21.0 萬 | 0.00% | +3,503+24.9% | 加碼 |
| STRS Ohio | 18,361 | $21.8 萬 | 0.00% | +2,200+13.6% | 加碼 |
| Quantinno Capital Management LP | 19,141 | $22.7 萬 | 0.00% | +19,141 | 新進 |
| Kestra Advisory Services, LLC | 19,854 | $23.5 萬 | 0.00% | +441+2.3% | 加碼 |
| Private Advisor Group, LLC | 20,819 | $24.7 萬 | 0.00% | +1,201+6.1% | 加碼 |
| Crestline Management, LP | 21,705 | $25.7 萬 | 0.01% | +21,705 | 新進 |
| Utah Retirement Systems | 21,900 | $26.0 萬 | 0.00% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 22,147 | $26.2 萬 | 0.00% | +22,147 | 新進 |
| XTX Topco Ltd | 22,234 | $26.3 萬 | 0.02% | +22,234 | 新進 |
| Amalgamated Bank | 22,239 | $26.4 萬 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 22,404 | $26.5 萬 | 0.00% | +7,671+52.1% | 加碼 |
| Principal Financial Group Inc | 22,408 | $26.6 萬 | 0.00% | −4,733−17.4% | 減碼 |
| Numerai GP LLC | 22,604 | $26.8 萬 | 0.07% | +10,938+93.8% | 加碼 |
| Fox Run Management, L.L.C. | 22,635 | $26.8 萬 | 0.05% | +22,635 | 新進 |
| Creative Planning | 22,740 | $26.9 萬 | 0.00% | −19,375−46.0% | 減碼 |
| Legacy Wealth Asset Management, LLC | 22,779 | $27.0 萬 | 0.07% | −4,965−17.9% | 減碼 |
| IMC-Chicago, LLC | 22,779 | $27.0 萬 | 0.01% | +22,779 | 新進 |
| Xponance, Inc. | 23,286 | $27.6 萬 | 0.00% | +3,303+16.5% | 加碼 |
| Maryland State Retirement & Pension System | 23,319 | $27.6 萬 | 0.01% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 23,781 | $28.2 萬 | 0.08% | +7,629+47.2% | 加碼 |
| Ethic Inc. | 25,114 | $29.8 萬 | 0.01% | +7,337+41.3% | 加碼 |
| Impact Partnership Wealth, LLC | 25,253 | $29.9 萬 | 0.06% | +25,253 | 新進 |
| Twinbeech Capital LP | 25,580 | $30.3 萬 | 0.01% | −1,017,762−97.5% | 減碼 |
| Credit Agricole S A | 27,194 | $32.2 萬 | 0.00% | −2,886−9.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 27,219 | $32.3 萬 | 0.00% | +2,983+12.3% | 加碼 |
| AQR Capital Management LLC | 27,442 | $32.3 萬 | 0.00% | +5,376+24.4% | 加碼 |
| Financial Advocates Investment Management | 27,776 | $32.9 萬 | 0.02% | +10,433+60.2% | 加碼 |
| DnB Asset Management AS | 28,166 | $33.4 萬 | 0.00% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 28,341 | $33.5 萬 | 0.01% | 00.0% | 不變 |
| LPL Financial LLC | 28,368 | $33.6 萬 | 0.00% | +15,675+123.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 28,610 | $33.9 萬 | 0.03% | +28,610 | 新進 |
| SG Americas Securities, LLC | 30,890 | $36.6 萬 | 0.00% | +19,837+179.5% | 加碼 |
| Raymond James Financial Inc | 31,914 | $37.8 萬 | 0.00% | +31,914 | 新進 |
| Centiva Capital, LP | 32,640 | $38.7 萬 | 0.01% | −64,396−66.4% | 減碼 |
| Virtu Financial LLC | 33,103 | $39.2 萬 | 0.02% | +33,103 | 新進 |
| Cetera Investment Advisers | 34,147 | $40.5 萬 | 0.00% | −6,102−15.2% | 減碼 |
| VPR Management LLC | 37,068 | $43.9 萬 | 0.23% | 00.0% | 不變 |
| Natixis | 37,693 | $44.7 萬 | 0.00% | −174,703−82.3% | 減碼 |
| Qsemble Capital Management, LP | 39,177 | $46.4 萬 | 0.06% | −12,749−24.6% | 減碼 |
| Macquarie Group Ltd | 40,065 | $47.5 萬 | 0.00% | +10,326+34.7% | 加碼 |
| PharVision Advisers, LLC | 41,042 | $48.6 萬 | 0.41% | +41,042 | 新進 |
| Nomura Asset Management Co Ltd | 42,750 | $50.7 萬 | 0.00% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 44,958 | $53.3 萬 | 0.01% | +29,735+195.3% | 加碼 |
| Prudential PLC | 46,366 | $54.9 萬 | 0.00% | +28,455+158.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 48,448 | $57.4 萬 | 0.00% | −7,752−13.8% | 減碼 |
| Royal Bank of Canada | 48,666 | $57.6 萬 | 0.00% | −30,155−38.3% | 減碼 |
| Marshall Financial Group LLC | 48,678 | $57.7 萬 | 0.14% | +6,518+15.5% | 加碼 |
| Ossiam | 49,457 | $58.6 萬 | 0.01% | +10,875+28.2% | 加碼 |
| Novem Group | 50,283 | $59.6 萬 | 0.09% | +50,283 | 新進 |
| Nebula Research & Development LLC | 50,737 | $60.1 萬 | 0.07% | −17,983−26.2% | 減碼 |
| Global Endowment Management, LP | 51,263 | $60.7 萬 | 0.08% | +2,109+4.3% | 加碼 |
| Cloverfields Capital Group, LP | 52,571 | $62.3 萬 | 0.20% | +3,417+7.0% | 加碼 |
| California State Teachers Retirement System | 54,344 | $64.4 萬 | 0.00% | +24,387+81.4% | 加碼 |
| Asset Management One Co.,Ltd. | 53,778 | $65.0 萬 | 0.00% | +8,006+17.5% | 加碼 |
| L2 Asset Management, LLC | 55,463 | $65.7 萬 | 0.14% | −10,211−15.5% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 56,196 | $66.2 萬 | 0.00% | +34,096+154.3% | 加碼 |
| APG Asset Management N.V. | 59,300 | $67.9 萬 | 0.00% | +4,000+7.2% | 加碼 |
| Mirabella Financial Services LLP | 59,864 | $70.9 萬 | 0.06% | +59,864 | 新進 |
| Exchange Traded Concepts, LLC | 60,729 | $72.0 萬 | 0.01% | −4,038−6.2% | 減碼 |
| Danske Bank A/S | 63,400 | $75.1 萬 | 0.00% | +36,800+138.3% | 加碼 |
| Lazard Asset Management LLC | 63,601 | $75.3 萬 | 0.00% | +60,788+2,161.0% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 68,000 | $80.6 萬 | 0.00% | +68,000 | 新進 |
| Walleye Trading LLC | 68,656 | $81.4 萬 | 0.02% | +19,072+38.5% | 加碼 |
| Storebrand Asset Management AS | 73,952 | $87.6 萬 | 0.00% | +68,750+1,321.6% | 加碼 |
| Toroso Investments, LLC | 75,923 | $90.0 萬 | 0.01% | +6,073+8.7% | 加碼 |
| Advisor Group Holdings, Inc. | 81,978 | $97.1 萬 | 0.00% | −29,530−26.5% | 減碼 |
| Stifel Financial Corp | 83,238 | $98.6 萬 | 0.00% | +41,924+101.5% | 加碼 |
| Envestnet Asset Management Inc | 85,836 | $101.7 萬 | 0.00% | −153,060−64.1% | 減碼 |
| Resona Asset Management Co.,Ltd. | 87,765 | $104.3 萬 | 0.01% | −16,567−15.9% | 減碼 |
| Edgestream Partners, L.P. | 97,953 | $116.1 萬 | 0.05% | +97,953 | 新進 |
| Walleye Capital LLC | 102,620 | $121.6 萬 | 0.01% | +34,021+49.6% | 加碼 |
| KBC Group NV | 107,186 | $127.0 萬 | 0.00% | +16,624+18.4% | 加碼 |
| National Pension Service | 109,700 | $130.0 萬 | 0.00% | +1,500+1.4% | 加碼 |
| KLP Kapitalforvaltning AS | 112,500 | $133.3 萬 | 0.01% | +112,500 | 新進 |
| Aquatic Capital Management LLC | 115,008 | $136.3 萬 | 0.04% | +115,008 | 新進 |
| American Century Companies Inc | 117,238 | $138.9 萬 | 0.00% | +24,982+27.1% | 加碼 |
| Prudential Financial Inc | 86,060 | $143.1 萬 | 0.00% | +53,819+166.9% | 加碼 |
| Bank of Nova Scotia | 123,752 | $146.6 萬 | 0.00% | −44,400−26.4% | 減碼 |
| HSBC Holdings PLC | 127,991 | $152.3 萬 | 0.00% | +48,139+60.3% | 加碼 |
| Jain Global LLC | 133,845 | $158.6 萬 | 0.05% | +133,845 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 137,210 | $162.6 萬 | 0.00% | +46,200+50.8% | 加碼 |
| Korea Investment CORP | 138,900 | $164.6 萬 | 0.00% | −100−0.1% | 減碼 |
| Quadrature Capital Ltd | 141,407 | $167.6 萬 | 0.03% | +141,407 | 新進 |
| British Columbia Investment Management Corp | 144,900 | $171.7 萬 | 0.01% | −640,000−81.5% | 減碼 |
| Price T Rowe Associates Inc | 144,940 | $171.8 萬 | 0.00% | +20,738+16.7% | 加碼 |
| Magnetar Financial LLC | 152,054 | $180.2 萬 | 0.04% | +118,087+347.7% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 152,979 | $181.3 萬 | 0.16% | −23,213−13.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 157,177 | $186.3 萬 | 0.00% | −680,426−81.2% | 減碼 |
| Charles Schwab Investment Management Inc | 163,238 | $193.4 萬 | 0.00% | −85,655−34.4% | 減碼 |
| Susquehanna International Group, LLP | 164,766 | $195.2 萬 | 0.00% | +137,427+502.7% | 加碼 |
| Barclays PLC | 171,070 | $202.7 萬 | 0.00% | +105,605+161.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 173,013 | $205.0 萬 | 0.00% | −3,019,108−94.6% | 減碼 |
| Barings LLC | 180,900 | $214.4 萬 | 0.05% | 00.0% | 不變 |
| Engineers Gate Manager LP | 180,949 | $214.4 萬 | 0.04% | −161,703−47.2% | 減碼 |
| Penserra Capital Management LLC | 193,821 | $229.6 萬 | 0.04% | +19,425+11.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 213,700 | $253.2 萬 | 0.01% | +137,000+178.6% | 加碼 |
| Alliancebernstein L.P. | 215,664 | $255.6 萬 | 0.00% | +71,685+49.8% | 加碼 |
| Renaissance Technologies LLC | 217,000 | $257.1 萬 | 0.00% | +217,000 | 新進 |